Family Office

Engaging the services of a family office is the first step towards creating a relationship with a partner that ensures the financial security and prosperity of you and your family for generations. Family offices act as your own personal CFO and provide an objective, reliable wealth management solution.

Personal CFO

1You're probably already familiar with the role of a corporate CFO. As your personal CFO, we coordinate the activities of your other legal and financial advisers in to a coherent structure that better serves your lifestyle and needs.

Objectivity

2Many financial and legal advisers have an inherent conflict of interest if their compensation is based on sales rather than the quality of advice given. A family office and personal CFO represents only your own interests and isn't motivated by commissions or other incentives.

Integration

3Wealthy individuals and families often deal with a plethora of professionals including accountants, tax advisers, brokers, bankers, insurance agents and lawyers. A personal CFO's job is to oversee and coordinate their activities to ensure the achievement of your own personal objectives. They evaluate the quality of advice given with the ultimate goal of achieving more targeted results and cost savings.

Stewardship

4Your personal CFO takes an active role in preserving and maintaining your wealth. They can assist in financial planning, asset management, estate planning, tax planning, family education and a number of other areas in order to ensure your financial affairs proceed without complication.